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UBS Asset Management

PRI reporting framework 2018

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Basic information

OO 01. Signatory category and services

01.1. Select the services and funds you offer

% of assets under management (AUM) in ranges

% of assets under management (AUM) in ranges

Further options for investment managers (may be selected in addition to the above)

01.2. Please describe your hedge fund strategy and classification [OPTIONAL]

Options presented for hedge funds:

Options presented for fund of hedge funds:

01.3. Additional information. [Optional]

Whatever our clients' investment profile or time horizon, UBS Asset Management offers a diverse range of investment capabilities and investment styles designed to meet their needs across all major traditional and alternative asset classes. We provide equity, fixed income, currency, hedge funds, real estate, infrastructure and private equity investment capabilities that can also be combined into customised solutions and multi-asset strategies.

With regard to Sustainable Investments, we continue to build on a 20-year heritage and regard it as a top strategic priority to further strengthen our franchise across the full breadth of ESG strategies. Our Sustainable and Impact Investing team works closely with portfolio managers, research analysts and investment specialists across asset classes to systematically integrate ESG in our investment processes and develop sustainable and impact solutions for our clients.


OO 02. Headquarters and operational countries

02.1. Select the location of your organisation’s headquarters.

Switzerland

02.2. Indicate the number of countries in which you have offices (including your headquarters).

02.3. Indicate the approximate number of staff in your organisation in full-time equivalents (FTE).

2354 FTE

02.4. Additional information. [Optional]

With around 2,300 personnel located in 23 countries, UBS Asset Management is a truly global asset manager. Our principal offices are in Chicago, Frankfurt, Hartford, Hong Kong, London, New York, Singapore, Sydney, Tokyo and Zurich.


OO 03. Subsidiaries that are separate PRI signatories

03.1. Indicate whether you have subsidiaries within your organisation that are also PRI signatories in their own right.

03.3. Additional information. [Optional]

Mitsubishi Corp. - UBS Realty Inc, our joint venture company in Japan, is a PRI signatory.


OO 04. Reporting year and AUM

04.1. Indicate the year end date for your reporting year.

30/09/2017

04.2. Indicate your total AUM at the end of your reporting year, Exclude subsidiaries you have chosen not to report on and any advisory/execution only assets.

Total AUM
trillions billions millions thousands hundreds
Currency
Assets in USD
trillions billions millions thousands hundreds

04.5. Additional information. [Optional]


OO 06. How would you like to disclose your asset class mix

New selection options have been added to this indicator. Please review your prefilled responses carefully.

06.1. Select how you would like to disclose your asset class mix.

Internally managed (%)
Externally managed (%)

 

Listed equity 10-50% 36.63 0 0
Fixed income 10-50% 31.28 0 0
Private equity 0 0 <10% 0.69
Property <10% 6.68 <10% 1.47
Infrastructure <10% 0.33 <10% 0.27
Commodities 0 0 0 0
Hedge funds <10% 5.7 0 0
Forestry 0 0 0 0
Farmland 0 0 0 0
Inclusive finance 0 0 0 0
Cash 0 0 0 0
Other (1), specify 10-50% 16.92 0 0
Other (2), specify 0 0 0 0

'Other (1)' specified

          Multi Asset strategies
        

06.2. Publish asset class mix as per attached image [Optional].

06.3. Provide contextual information on your AUM asset class split. [Optional]


OO 07. Fixed income AUM breakdown (Private)


OO 08. Segregated mandates or pooled funds (Private)


OO 09. Breakdown of AUM by market (Private)


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